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  2. Welch Investment Group

Filings through Oct 24, 2026.

Welch Investment Group

EIN 46-4278914-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$570K assets
Health & Benefits
0
Participants
4
313 NW A STREET - GRANTS PASS, OR 97526541-474-6616
Plans on this EIN
1 filing
#001401(k)-$570K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WELCH INVESTMENT GROUP 401(K) PLAN

401(k)

Assets$570K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WELCH INVESTMENT GROUP 401(K) PLAN401(k)$570K42025
  • WELCH INVESTMENT GROUP 401(K) PLAN$570K
    #001 · 401(k) · 20254
Retirement plans
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